CDESK DOCUMENTATION
Customers & Finance
Manage customer ledgers, payments, expenses and outstanding balances.
Choose a guide
Each guide uses expandable Elementor accordions, real screenshots where available, and clear verification points.
Customers, Ledgers and Outstanding Invoices
Open the guide for exact clicks, checks and business effects.
Payments and Expenses
Open the guide for exact clicks, checks and business effects.
Documentation safety
Hide passwords, API tokens and customer-sensitive data in screenshots sent to support.
